About
Nicholas Hennessy is an Investment Officer at Country Club Bank Wealth Solutions, based in Overland Park, KS. In this role, he provides clients with strategic financial guidance and personalized investment recommendations, leveraging a robust network of resources through the firm’s partnership with Money Concepts International. He is responsible for managing client relationships, ongoing financial planning, and helping clients navigate changes in their financial objectives.
Nicholas’s investment focus includes comprehensive wealth management solutions, with experience spanning equities, fixed income, retirement planning, and financial strategy for individuals and families. He aims to align each client’s portfolio with their unique investment interests, emphasizing tailored asset allocation and independent financial advice.
Before joining Country Club Bank Wealth Solutions in 2022, Nicholas served as a Company Store Manager at Snap-on and held leadership and educational roles at Pembroke Hill School, where he was an educator, coach, and dean. He holds a bachelor's degree from Drake University and completed earlier education at Pembroke Hill School, bringing a uniquely client-centered, disciplined approach to investment strategy informed by diverse career experience.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Country Club Bank Wealth Solutions | Investment Officer | Sep 2022 to Present | Country Club Bank, a division of First National Bank of Omaha, is an independent firm and not affiliated with Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts is not affiliated with Link... |
| Snap-on | Company Store Manager | Aug 2021 to Sep 2022 | — |
| Pembroke Hill School | Educator and Coach and Middle School Dean | Jan 2007 to Jan 2021 | — |
| American International School-Salzburg | Resident Intern and Teacher and Dorm Supervisor | Jan 2005 to Jan 2006 | — |
Education
Drake University
Bachelor's degree
1999 — 2003
Pembroke Hill School
1995 — 1999
Others at Country Club Bank /gfn (2)
| Name | Role | Location |
|---|---|---|
| Vice President, Portfolio Manager | Kansas City, MO , United States | |
| SVP, Portfolio Manager III | Kansas City, MO , United States |